Obsidian/06.02 Investments/@Investment master.md

QITableType	QIInvType	QIAddedD	QIStyle	QIStage	QICcy	QITheme	QITradingd	QITradingp	cssclass	Alias	Tag	Date	DocType	ChildrenType	Hierarchy	location	CollapseMetaTable	banner	banner_icon
overview				Early					recipeTable	Investment Master	💲 💰 📊 🦄 🪙	2021-08-17	Confidential	Investment Note	Root		true	!	💰

Parent:: @Finances

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name Create Note
type append template
action NewFile
id CreateNote

^button-InvtNewNote

name Save
type command
action Save current file
id Save

^button-InvMSave

 

Investments map

 

title: Summary
collapse: open
This note enables to navigate in the Admin section and find any Note in this Vault by Note or Tag.

 

style: number

 

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📐 Cluster Architecture

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      Equity Investments         Crypto Investments         VC Investments

 

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🔎 Search

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name Search Investments
type command
action MetaEdit: Run MetaEdit
id EditMetaData

 

dv.view("00.01 Admin/dv-views/print_invsearch", {invtype: dv.current().QIInvType, dateadded: dv.current().QIAddedD, style: dv.current().QIStyle, stage: dv.current().QIStage, ccy: dv.current().QICcy, theme: dv.current().QITheme, tradingd: dv.current().QITradingd, tradingp: dv.current().QITradingp})

 

dv.view("00.01 Admin/dv-views/query_inv", {tabletype: dv.current().QITableType, invtype: dv.current().QIInvType, dateadded: dv.current().QIAddedD, style: dv.current().QIStyle, stage: dv.current().QIStage, ccy: dv.current().QICcy, theme: dv.current().QITheme, tradingd: dv.current().QITradingd, tradingp: dv.current().QITradingp})

 

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🗒 Investment list

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	Table Date as "Creation Date" from "06.02 Investments"
where !contains(DocType, "WebSource") and !contains(DocType, "Confidential") and !contains(DocType, "Task")
	Sort file.name ascending

 

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💡 Investment ideas

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table without id Alias[0] as "Name", Tag as "Asset Class", file.link as "Source" from "06.02 Investments"
where contains(DocType, "WebSource")

 

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🧭 Tag Navigation

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	Table without id tags as "Tags" From "06.02 Investments"
	Flatten file.tags as tags
	Group by tags

 

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⏲ TimeStamp check

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	Table TimeStamp as "Time Stamp" from "06.02 Investments"
	Where TimeStamp > date(today) - dur(100 years)
	Sort TimeStamp ascending

 

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🖥 High Level Investment monitor

 

1. Crypto Investments#Crypto investment monitor
2. Equity Investments#Equity investment monitor
3. VC Investments#VC Investment monitor

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